About us
Everyone deserves the kind of financial advice they would want their loved ones to receive: honest, transparent, no-nonsense. We provide financial planning that help people achieve their long-term goals, no matter how life changes. It’s a full-circle, fresh approach to financial planning – and it’s one that gets results.
About you
Registered in England & Wales number: 5847483 | VAT Registration Number: 159 4227 91
Robertson Baxter Limited is directly authorised and regulated by the Financial Conduct Authority (FCA). FCA Registration Number: 462209
Guidance and advice is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
Production
Hear from our clients
of clients would recommend us to their family and friends (the other 4% don't do recommendations)!
of clients believe working with us has had a positive impact on their lives (the rest were already at peak happiness!)
of clients view us as their trusted advisers for their financial affairs (can't argue with top marks!)
Mike
Robertson Baxter are competent, knowledgeable and very transparent.
Gayle
They have taken all the pain out of Financial Investment for me.
John
I now have confidence knowing we're in a good place, to do the things we want to do in retirement.
Richard & Sam
Robertson Baxter make the process easy and understandable.
Wendy
I'm happy to trust Robertson Baxter with my money.